Portfolio widgets

You can use these widgets to display information about records in the Portfolio module.

My Assignments

The My Assignments widget displays any targets in the RE Planner where you are assigned as a real estate broker. This widget displays Market, Trade Area, and Targets columns. To the right of the Targets column is a hyperlink to the Site Setup Wizard.

To be assigned as a broker, you must have Broker selected as a Contact Type on your member profile.

My Inventory

The My Inventory widget displays any parts in your inventory where the Par Level is greater than your Order to Level - (Quantity on Hand + Quantity on Order). You can use this widget to help manage parts and inventory.

Revenue Weeks

The Revenue Weeks widget displays the goal revenue weeks defined in the RE Planner and any projects that are behind schedule. A project that is behind schedule has a red Actual/Forecast Delivery Date on the global Project > Details > Summary page. The widget shows the number of revenue weeks lost in the current fiscal year due to delay.

Data is only displayed in this widget if you are listed as a manager on the project.